Alt+←→ cycle focus ↑↓ / jk prev/next DAG node Ctrl++− zoom focused pane ,. resize pane only · / reset Ctrl+0 reset zoom Space play/pause
US-3.9implemented Match a receipt for a direct asset purchase (e.g. gold)
As a user who bought 10 grams of gold at a dealer and paid by bank transfer I want match the receipt (denominated in GRAMS of gold) to the EUR bank CSV transaction so that my gold asset is recorded alongside the EUR debit in a proper double-entry posting.
Demo video coming soon

DAG Diagram

Current layer: —

Matching Flow

The matching algorithm tries to find a CSV transaction for each receipt. Retry outcomes loop back for another attempt; terminal outcomes end the flow.

Try to match retry outcomes (loop back) terminal outcomes (flow ends) WIDEN DATE WIDEN AMOUNT SWAP DD/MM CORRECT RECEIPT TOO MANY (15+) AUTO-LINK CURRENCY CONVERT CURRENCY + FEE DISAMBIGUATE SKIP (cash) BLOCKED (dup) ASSET CONVERT CLASSIFY (CSV)
← US-3.8 US-3.10 →